Lipe & Dalton’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $769K | Sell |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $1.34M | Sell |
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|
2024
Q2 | $1.36M | Sell |
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|
2024
Q1 | $1.47M | Sell |
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|
2023
Q4 | $1.31M | Sell |
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|
2023
Q3 | $1.38M | Hold |
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|
2023
Q2 | $1.35M | Sell |
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|
2023
Q1 | $1.24M | Sell |
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|
2022
Q4 | $1.32M | Hold |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $1.24M | Hold |
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|
2021
Q4 | $1.35M | Sell |
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $1.3M | Buy |
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|
2021
Q1 | $1.26M | Sell |
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|
2020
Q4 | $1.24M | Sell |
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|
2020
Q3 | $1.07M | Sell |
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|
2020
Q2 | $1M | Hold |
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|
2020
Q1 | $820K | Sell |
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|
2019
Q4 | $1.11M | Sell |
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|
2019
Q3 | $1.29M | Sell |
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|
2019
Q2 | $1.26M | Sell |
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|
2019
Q1 | $1.14M | Buy |
|